Filed November 3, 2003 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,812 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,287 | $64,612+66.0% | $86,436+24.1% | $64,808+65.5% |
| Participation rate | 96.7% | 81.5%+15.2pp | 80.3%+16.3pp | 71.5%+25.2pp |
| Annual return | -15.89% | 0.66%-16.5pp | 4394.89%-4410.8pp | 32.82%-48.7pp |
| Employer contribution / active EE | $3,179 | $2,744+15.8% | $3,769-15.7% | $2,506+26.8% |
| Participant deferral / active EE | $9,898 | $7,497+32.0% | $6,952+42.4% | $4,310+129.6% |
| Admin fee / account holder | $10 | $169-94.3% | $6,731-99.9% | $188-94.8% |